See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,665 | $56,897-49.6% | $84,750-66.2% | $62,891-54.4% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 8.02% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $730 | $2,400-69.6% | $3,574-79.6% | $2,281-68.0% |
| Participant deferral / active EE | $4,227 | $2,709+56.0% | $3,712+13.9% | $3,203+32.0% |
| Admin fee / account holder | $1,724 | $3,581-51.9% | $5,332-67.7% | $4,296-59.9% |